See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,555 | $71,883+37.1% | $86,677+13.7% | $68,494+43.9% |
| Participation rate | 77.0% | 72.2%+4.8pp | 76.6%+0.5pp | 67.9%+9.2pp |
| Annual return | -10.47% | 3.52%-14.0pp | 35.91%-46.4pp | -7.84%-2.6pp |
| Employer contribution / active EE | $604 | $2,173-72.2% | $2,836-78.7% | $2,596-76.8% |
| Participant deferral / active EE | $5,413 | $3,779+43.3% | $4,656+16.3% | $4,027+34.4% |
| Admin fee / account holder | $8,760 | $6,112+43.3% | $7,493+16.9% | $5,403+62.1% |